Affinity Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

Affinity Wealth Management LLC

  • $509 Million
  • Q3 2024

A detailed history of Affinity Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Affinity Wealth Management LLC holds 3,133 shares of DSI stock, worth $349,799. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,133
Previous 3,133 -0.0%
Holding current value
$349,799
Previous $325,000 4.62%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
BUY
$66.36 - $76.94 $207,905 - $241,053
3,133 New
3,133 $224,000
Q4 2020

Feb 12, 2021
BUY
$62.23 - $71.54 $184,200 - $211,758
2,960 New
2,960 $215,000
Q1 2019

May 10, 2019
SELL
N/A
-2,367 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
2,367
2,367 $211,000

Others Institutions Holding DSI

# of Institutions
572
Shares Held
26M
Call Options Held
3K
Put Options Held
800
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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